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Time for change

The situation that we have all experienced over the last few months has made many firms look at their business model in a different way. If there is one thing that is certain in the future is that mortgage & protection technology will be vital to both you and your customers.

Digital communication, identifying sales opportunities through CRM systems and capturing information using secure online Fact Finds has been the new normal for many of HLP’s firms.

HLPartnership is a network who are committed to delivering the best technology and marketing solutions for its members. As a result of this, firms are given the tools to operate successfully in a digital environment.

During a time where clients needed information, reassurance and leadership from their advisers, the marketing department were able to create and deliver data driven campaigns through the networks CRM system and bespoke e-newsletter service that could be distributed by firms with just one click of a button.

However, as a network, HLPartnership understands that it’s not just about the great technology solutions that are provided, it’s that support that really matters.  A member satisfaction survey showed that members love the culture and the high level of personal support that they receive. They feel valued.

For any firm or adviser looking to join a network, HLPartnership should be your first port of call. With a technology and marketing focus and the needs of their members and its culture placed firmly at the heart of the business you will be sure to receive the support you require. For an informal chat click here to send us your contact details or call HLP’s Managing Director, Shaun Almond on 07775666487 who’ll be happy to provide you with more information.
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